If you thought Portfolio Forecaster 1.0 was good, buckle up—Portfolio Forecaster 2.0 is ready to take your forecasting experience to a whole new level. Packed with new features and a ton of flexibility, it’s designed to help you dive deeper, forecast more accurately, and ensure everyone’s on the same page.
What Makes Portfolio Forecaster 2.0 a Game-Changer?
Goodbye, Limitations: Forecast Any Issue Type
Gone are the days when you could only forecast by epics and versions. With 2.0, you can now create forecasts using any issue type, meaning you can track and predict across all your tasks and work items. This newfound flexibility lets teams get a complete, customized picture of every project. Now, you’re not just scratching the surface—you’re seeing every aspect of your work, from the big-picture initiatives down to those essential, smaller tasks.
Enhanced Group Forecasts for Real Collaboration
Group forecasts were always a cornerstone of Portfolio Forecaster, but in 2.0, they’re sharper and more team-focused than ever. With enhanced group forecasts, you can now capture the full dynamic of collaboration within your team, aligning forecasts more closely with how your people actually work together. This means you get a crystal-clear view of each team’s contributions to a project, empowering better decision-making and transparency.
All-New Configuration Options for Customization Freedom
Every team operates differently, and Portfolio Forecaster 2.0 respects that with its flexible configuration settings. Now, with features like JQL filters and a variety of issue link types, you can customize each forecast to fit precisely within your workflows. Need to filter down to specific status category? Done! Prefer forecasting using different issue types? No problem! It’s a configuration playground where you decide how detailed or broad each forecast should be, ensuring they mirror exactly how your team functions.
Streamlined Sharing and Access Control
Transparency and teamwork just got a serious upgrade. With Portfolio Forecaster 2.0, forecasts are no longer confined to just the creator. Now you have complete control over sharing, from who can view a forecast to who can help manage it. This level of access makes it easy to involve others and ensure everyone is aligned with the latest forecast data. Portfolio Forecaster 2.0 transforms your forecasts into a shared tool that fosters collaboration and alignment across the board.
Introducing Forecast Portfolios
One of the most anticipated features coming to Portfolio Forecaster 2.0 is Forecast Portfolios. Imagine being able to combine multiple group forecasts into one streamlined view, capturing the progress across projects, programs, or departments—all in a single place. This upcoming feature lets you see the big picture while still preserving the precision of each individual forecast. With Forecast Portfolios, you can monitor your entire project landscape and stay on top of all the moving parts without losing any accuracy. It’s the ultimate way to keep everything organized and in focus, supporting smooth project execution at every level. Forecast Portfolios will be available in our beta release in the second week of November, with additional updates rolling out in stages. The full release is set for January 2025.
Fast, Direct Access with Deep Linking
Portfolio Forecaster 2.0 makes it easier than ever to jump directly to the information you need. Deep linking allows you to copy a forecast’s URL and share it with team members, giving them one-click access straight to the data. No more digging around or long email chains—just a simple link that brings your team exactly where they need to be.
How Portfolio Forecaster 2.0 Enhances Your Forecasting Experience
Building on the strengths of Portfolio Forecaster 1.0, Portfolio Forecaster 2.0 brings an exciting new level of depth and precision to your forecasting experience. While the original version was a great start, this update addresses the needs of users managing complex projects with diverse issue types. With enhanced features and functionalities, 2.0 empowers you to make more informed decisions and drive successful outcomes, transforming the way you approach forecasting!
New and Improved in Portfolio Forecaster 2.0:
Forecast Any Issue Type – No more limits to epics and versions—now every task, issue, and detail can be accounted for.
Enhanced Group Forecasts – Align your forecasts more closely with team dynamics and collaboration.
Flexible Configuration – Tailor each forecast to your unique workflows with JQL filters, link options, and more.
Improved Sharing and Access Management – Keep everyone on the same page by sharing access and granting admin permissions.
Deep Linking – Get your team where they need to go, instantly.
And with Forecast Portfolios on the horizon, Portfolio Forecaster 2.0 is primed to bring a whole new level of clarity and coordination to your organization.
It’s coming soon—get ready to take your project visibility, precision, and collaboration to the next level with Portfolio Forecaster 2.0!
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